ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ VALLEY OF HARTFORD

EIN: 061086328

NEWINGTON, CT

Total Revenue
$141,302
Total Expenses
$86,551
Total Assets
$4,343,550
Net Assets
$4,343,550
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1984
Legal Domicile
CT
Principal Officer
WALTER GRUBE
Phone
8606660712
Tax Period
2023-08-01 to 2024-07-31

ANCIENT ACCEPTED SCOTTISH RITE OF FREEMASONRY NMJ VALLEY OF HARTFORD, founded in 1984, is a small nonprofit that reported $141K in total revenue in fiscal year 2023. Revenue surged 21% from the prior year, signaling strong growth momentum. The organization ran a surplus of $55K, a strong 39% operating margin.

Mission

DOMESTIC FRATERNAL ORGANIZATION

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $2,747
Investment Income $134,526
Other Revenue $4,029
TOTAL REVENUE $141,302

Expense Breakdown

Grants Paid $30,502
Salaries & Benefits $3,375
Fundraising Expenses $0
Other Expenses $52,674
TOTAL EXPENSES $86,551

Year-over-Year Comparison

2023 2022 Change
Revenue $141,302 $117,210 +0.2%
Expenses $86,551 $88,264 0.0%
Net Income $54,751 $28,946 +0.9%
Key Indicators
✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
14
Independent Members
14
Employees
N/A
Volunteers
7

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$12,000
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WALTER GRUBE CHAIRMAN 2.00
Officer
$0 $0 $0
THOMAS DUCLOS VICE CHAIRMA 2.00
Officer
$500 $0 $2,000
TONY S ANGELICA SECRETARY 5.00
Officer
$500 $0 $2,000
DAVID LOCKARD TREASURER 3.00
Officer
$2,000 $0 $8,000
JEFFREY A FLYNN FIRST LIEUT. 1.00
Director
$0 $0 $0
ROBERT A SIMON 2ND LIEUT. C 1.00
Director
$0 $0 $0
CHARLES D WEISS ORATOR 1.00
Director
$0 $0 $0
MARK KEENAN CHANCELLOR 1.00
Director
$0 $0 $0
FRANK DLUGOLESKI MASTER OF CE 1.00
Director
$0 $0 $0
THEODORE L HASTY ENGINEER & S 1.00
Director
$0 $0 $0
DONALD A WILLS COLOR BEARER 1.00
Director
$0 $0 $0
GORDON C HURLBERT STANDARD BEA 1.00
Director
$0 $0 $0
T DONOVAN SCROGGS CAPTAIN OF T 1.00
Director
$0 $0 $0
KENNETH D ROACH SR SENTINEL 1.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $141,302 $86,551 $4,343,550 $54,751
2023 $117,210 $88,264 $3,910,655 $28,946
2022 $435,654 $139,728 $3,763,538 $295,926
2021 $177,726 $112,899 $4,322,456 $64,827
2020 $135,803 $130,239 $3,521,156 $5,564
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